Brooke Tomasetti has always been the go-to person her friends and family ask when they have a personal finance question. She saw first-hand how building an investment portfolio and smart money management changed her life. Over time, personal finance coaching found her as she realized that one-off advice can’t change lives, but focused mentorship and a customized money plan do. Her favorite thing is watching her clients gain confidence in their finances and hit their goals, propelling them towards the life they want to live.
She's obsessed with how personal finance can enable people to pursue their craziest dreams. She started Money Life Mentor to help other freedom chasers use money as a tool for creating their dream lives by getting organized with their money and making the most of their income every month.
She's been traveling around the world while working remotely for over six years! She also works on marketing strategy projects for other companies in the fintech/investing space. Her focus is on building a location-independent career that she never wants to retire from.
What you'll learn in this episode
- How staying small can help personalize the client experience
- How to separate yourself in a crowded industry
- How to get clients while traveling the world
- How to stay accountable as a company of one
- How to stay focused when you're surrounded by distractions
- How to be successful without caving into the hustle culture
And so much more!
Connect with Sarah Montani
Resources Mentioned in the Episode
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